[MOV] pos: restructuration of pos toctree

task-3284514

closes odoo/documentation#4226

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Jonathan 2023-04-21 14:37:11 +00:00
parent eb067d6dc1
commit 7b2a178e82
95 changed files with 293 additions and 278 deletions

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@ -72,9 +72,9 @@ POS.
- Sell products without a valid VAT number.
- Use a POS that is not connected to an IoT box.
- The :doc:`cash rounding <../../sales/point_of_sale/shop/cash_rounding>` feature must be activated
and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as
:guilabel:`Half-Up`.
- The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be
activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method`
set as :guilabel:`Half-Up`.
- Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale -->
Configuration --> Settings`, and from the :guilabel:`Taxes` section, open the :guilabel:`Default
Sales Tax` form by clicking the arrow next to the default sales tax field. There, click

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@ -12,4 +12,3 @@ Internet of Things (IoT)
iot/config
iot/devices
../sales/point_of_sale/payment

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@ -54,7 +54,7 @@ Then, you have to connect the peripheral devices to your IoT Box.
- **Payment terminal**: The connection process depends on the terminal,
please refer to the :doc:`payment terminals documentation
</applications/sales/point_of_sale/payment>`.
</applications/sales/point_of_sale/payment_methods>`.
Once it's done, you can connect the IoT Box to your PoS. For this, go in
:menuselection:`Point of Sale --> Configuration --> PoS`, tick *IoT Box*

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@ -1,24 +1,120 @@
:nosearch:
:show-content:
:hide-page-toc:
:show-toc:
=============
Point of Sale
=============
With **Odoo Point of Sale**, run your shops or restaurants easily. The app runs on the browser, but
is able to continue working even if you are offline.
With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with
a web browser, even if you are temporarily offline. Product moves are automatically registered in
your stock, you get real-time statistics, and your data is consolidated across all shops.
.. seealso::
- `Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-of-sale-28>`_
- :doc:`IoT Boxes Documentations </applications/productivity/iot>`
.. _pos/session-start:
Start a session
===============
From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
:guilabel:`Resume` if the session was already open.
.. note::
Multiple users can be connected to the same session at the same time. However, the session can
only be open once on the same browser.
.. _pos/sell:
Sell products
=============
Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
enter the number of products using the keypad. To add a **discount** or modify the product
**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
:guilabel:`New Order` to move on to the next customer.
.. image:: point_of_sale/pos-interface.png
:align: center
:alt: POS session interface.
.. tip::
- You can use both `,` and `.` on your keyboard as decimal separators.
- **Cash** is selected by default if you enter the amount without choosing a payment method.
.. _pos/customers:
Register customers
==================
Registering your customers gives you the ability to grant them various privileges such as discounts,
loyalty program, specific communication. It is also required if they want an invoice and registering
them makes any future interaction with them faster.
From your session interface, use the customer button.
.. image:: point_of_sale/customer-button.png
Create a new one by using this button.
.. image:: point_of_sale/customer-add.png
You will be invited to fill out the customer form with their
information.
.. image:: point_of_sale/customer-form.png
Use the save button when you are done. You can then select that customer
in any future transactions.
.. _pos/refund:
Return and refund products
==========================
To return a product and make a refund,
#. from the **POS dashboard**, **open a session** and select the returned product;
#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
.. _pos/session-close:
Close the POS session
=====================
To close your session,
#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
right corner of your screen;
#. then, click :guilabel:`Close` and proceed to the **closing control**;
#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
drawer;
#. once the control is done, click :guilabel:`Close session & post entries`;
#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
.. image:: point_of_sale/close-pos-session.png
:align: center
:alt: How to close a POS session.
.. tip::
- It is strongly advised to close your POS session at the end of each day.
- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
Sessions`.
.. toctree::
:titlesonly:
point_of_sale/overview
point_of_sale/employee_login
point_of_sale/receipts_invoices
point_of_sale/configuration
point_of_sale/shop
point_of_sale/restaurant
point_of_sale/payment
point_of_sale/advanced_pricing_features
point_of_sale/payment_methods
point_of_sale/pricing
point_of_sale/reporting

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@ -1,13 +0,0 @@
:nosearch:
================
Pricing Features
================
.. toctree::
:titlesonly:
advanced_pricing_features/discounts
advanced_pricing_features/discount_tags
advanced_pricing_features/loyalty
advanced_pricing_features/pricelists

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@ -0,0 +1,33 @@
:show-content:
:show-toc:
=============
Configuration
=============
.. _configuration/settings:
Access POS settings
===================
To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration -->
Settings`.
To access the settings of a specific point of sale, go to :menuselection:`Point of Sale -->
Configuration --> Point of Sale`. Alternatively, from the Point of Sale dashboard, click the
vertical ellipsis (:guilabel:`⋮`) button on a POS card, then on :guilabel:`Settings`.
Make products available
=======================
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
.. image:: configuration/pos-available.png
:alt: Making a product available in your POS.
.. toctree::
:titlesonly:
configuration/https
configuration/epos_ssc

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@ -21,7 +21,7 @@ To enable the feature, go to your *PoS settings* and check log in with
employees on your *PoS form*. Then, add the employees that have access
to the cash register.
.. image:: multicashiers/multicashiers01.png
.. image:: employee_login/multicashiers01.png
:align: center
Now, you can switch cashier easily.
@ -32,12 +32,12 @@ Switch without pin codes
The easiest way to switch cashiers is without a code. To do so, click on
the cashier name in your PoS interface.
.. image:: multicashiers/multicashiers02.png
.. image:: employee_login/multicashiers02.png
:align: center
Now, you just have to click on your name.
.. image:: multicashiers/multicashiers03.png
.. image:: employee_login/multicashiers03.png
:align: center
.. _set-pin-code:
@ -48,12 +48,12 @@ Switch cashier with pin codes
You can set a pin code on each cashier. To set up a pin code, go to the
employee form and add a security PIN, in the *HR settings tab*.
.. image:: multicashiers/multicashiers04.png
.. image:: employee_login/multicashiers04.png
:align: center
Now, when switching cashier, a PIN password will be asked.
.. image:: multicashiers/multicashiers05.png
.. image:: employee_login/multicashiers05.png
:align: center
.. _employee-barcode:
@ -66,7 +66,7 @@ so, set up a barcode at the same place you add the PIN code. Print the
badge and when they will scan it, the cashier will be switched to that
employee.
.. image:: multicashiers/multicashiers06.png
.. image:: employee_login/multicashiers06.png
:align: center
Find who was the cashier
@ -75,7 +75,7 @@ Find who was the cashier
Once you have closed your *PoS session*, you can have an overview of
the amount each cashier sold for. To do so, go to the orders menu.
.. image:: multicashiers/multicashiers07.png
.. image:: employee_login/multicashiers07.png
:align: center
Now, you can open the order and have a summary of the sold products.

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@ -1,13 +0,0 @@
:nosearch:
========
Overview
========
.. toctree::
:titlesonly:
overview/getting_started
overview/register
overview/https
overview/epos_ssc

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@ -1,118 +0,0 @@
===============
Getting started
===============
**Point of Sale** is a fully integrated application that allows you to sell products (online or
offline) with any device. It also automatically registers product moves in your stock, gives you
real-time statistics, and consolidations across all shops.
Configuration
=============
Make products available
-----------------------
To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`,
and open a product. In the :guilabel:`Point of Sale` tab, enable :guilabel:`Available in POS`.
.. image:: getting_started/pos-available.png
:align: center
:alt: Making a product available in your POS.
Configure payment methods
-------------------------
To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
check :guilabel:`Cash` for cash payments.
.. image:: getting_started/payment-method.png
:align: center
:alt: Creating a new payment method for a POS.
.. note::
Credentials are mandatory to use a payment terminal. To learn how to configure the different
terminals, check out the following documentation pages:.
- :doc:`Adyen configuration <../payment/adyen>`
- :doc:`Vantiv configuration <../payment/vantiv>`
- :doc:`Ingenico configuration <../payment/ingenico>`
- :doc:`Six configuration <../payment/six>`
Now, you can select the payment method in your POS settings. To do so, go to
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
POS sessions
============
Start a session
---------------
From the **POS dashboard**, click :guilabel:`New Session` to start a POS session, or
:guilabel:`Resume` if the session was already open.
.. note::
Multiple users can be connected to the same session at the same time. However, the session can
only be open once on the same browser.
Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
enter the number of products using the keypad. To add a **discount** or modify the product
**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
:guilabel:`New Order` to move on to the next customer.
.. image:: getting_started/pos-interface.png
:align: center
:alt: POS session interface.
.. tip::
- You can use both `,` and `.` on your keyboard as decimal separators.
- **Cash** is selected by default if you enter the amount without choosing a payment method.
Return and refund products
--------------------------
To return a product and make a refund,
#. from the **POS dashboard**, **open a session** and select the returned product;
#. click :guilabel:`Qty` and :guilabel:`+/-` to enter the quantity of returned products;
#. once the order is completed, click :guilabel:`Payment` to proceed to the refund;
#. click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next customer.
Close the POS session
---------------------
To close your session,
#. go back to the POS dashboard by clicking :guilabel:`Close` and :guilabel:`Confirm` in the upper
right corner of your screen;
#. then, click :guilabel:`Close` and proceed to the **closing control**;
#. click the :guilabel:`Payments` smart button to know what amount of cash should be in your cash
drawer;
#. once the control is done, click :guilabel:`Close session & post entries`;
#. the status goes automatically from :guilabel:`In Progress` to :guilabel:`Closed & Posted`.
.. image:: getting_started/close-pos-session.png
:align: center
:alt: How to close a POS session.
.. tip::
- It is strongly advised to close your POS session at the end of each day.
- To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders -->
Sessions`.
View statistics
===============
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
and :guilabel:`Orders`.
These statistics are available in graph or pivot view that you can filter or group depending on your
needs.

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@ -1,30 +0,0 @@
==================
Register customers
==================
Registering your customers will give you the ability to grant them
various privileges such as discounts, loyalty program, specific
communication. It will also be required if they want an invoice and
registering them will make any future interaction with them faster.
Create a customer
=================
From your session interface, use the customer button.
.. image:: register/register01.png
:align: center
Create a new one by using this button.
.. image:: register/register02.png
:align: center
You will be invited to fill out the customer form with their
information.
.. image:: register/register03.png
:align: center
Use the save button when you are done. You can then select that customer
in any future transactions.

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@ -1,13 +0,0 @@
:nosearch:
=================
Payment Terminals
=================
.. toctree::
:titlesonly:
payment/adyen
payment/ingenico
payment/vantiv
payment/six

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@ -0,0 +1,31 @@
:show-content:
===============
Payment methods
===============
To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale -->
Configuration --> Payment Methods --> Create`. Set a name and select the **payment terminal** or
check :guilabel:`Cash` for cash payments.
.. image:: payment_methods/payment-method.png
:alt: Creating a new payment method for a POS.
.. note::
Credentials are mandatory to use a payment terminal. To learn how to configure the different
terminals, check out the following documentation pages:.
- :doc:`Adyen configuration <payment_methods/terminals/adyen>`
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
- :doc:`Six configuration <payment_methods/terminals/six>`
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
Now, you can select the payment method in your POS settings. To do so, go to
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
.. toctree::
:titlesonly:
payment_methods/terminals

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@ -0,0 +1,13 @@
:nosearch:
=================
Payment terminals
=================
.. toctree::
:titlesonly:
terminals/adyen
terminals/ingenico
terminals/six
terminals/vantiv

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@ -0,0 +1,14 @@
:nosearch:
================
Pricing features
================
.. toctree::
:titlesonly:
pricing/cash_rounding
pricing/discounts
pricing/discount_tags
pricing/loyalty
pricing/pricelists

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@ -1,5 +1,5 @@
=============
Cash Rounding
Cash rounding
=============
**Cash rounding** is required when the lowest physical denomination

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@ -1,6 +1,6 @@
==========================================
Using discount tags with a barcode scanner
==========================================
===============================
Discount tags (barcode scanner)
===============================
If you want to sell your products with a discount, for a product getting
close to its expiration date for example, you can use discount tags.

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@ -1,6 +1,6 @@
===============
Apply Discounts
===============
=========
Discounts
=========
By offering discounts, you can entice your customers and drastically
increase your revenue. It is vital to offer discounts, whether they are

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@ -1,6 +1,6 @@
========================
Manage a loyalty program
========================
================
Loyalty programs
================
Encourage your customers to continue to shop at your point of sale with
a *Loyalty Program*.

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@ -1,6 +1,6 @@
=================================
Using Pricelists in Point of Sale
=================================
==========
Pricelists
==========
You probably know the concept of happy hour: during a certain period of
time, the barman gives a discount on some drinks (usually 50% off or a

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@ -1,4 +1,37 @@
==============================
=====================
Receipts and invoices
=====================
Reprint receipts
================
Use the *Reprint receipt* feature if you have the need to reprint a ticket.
Configuration
-------------
To activate *Reprint Receipt*, go to :menuselection:`Point of Sale
--> Configuration --> Point of sale`. and select your PoS interface.
Under the Bills & Receipts category, you will find *Reprint Receipt*
option.
.. note::
In order to allow the option reprint receipt, you need to activate the receipt printer.
.. image:: receipts_invoices/reprint01.png
Reprint a receipt
-----------------
On your PoS interface, you now have a *Reprint receipt* button.
.. image:: receipts_invoices/reprint02.png
When you use it, you can then reprint your last receipt.
.. image:: receipts_invoices/reprint03.png
Invoice from the PoS interface
==============================
@ -6,45 +39,40 @@ Some of your customers might request an invoice when buying from your
Point of Sale, you can easily manage it directly from the PoS interface.
Activate invoicing
==================
------------------
Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`
and select your Point of Sale:
.. image:: invoice/invoice01.png
:align: center
.. image:: receipts_invoices/invoice01.png
Under the *Bills & Receipts* you will see the invoicing option, tick
it. Don't forget to choose in which journal the invoices should be
created.
.. image:: invoice/invoice02.png
:align: center
.. image:: receipts_invoices/invoice02.png
Select a customer
=================
-----------------
From your session interface, use the customer button
.. image:: invoice/invoice03.png
:align: center
.. image:: receipts_invoices/invoice03.png
You can then either select an existing customer and set it as your
customer or create a new one by using this button.
.. image:: invoice/invoice04.png
:align: center
.. image:: receipts_invoices/invoice04.png
You will be invited to fill out the customer form with its information.
Invoice your customer
=====================
---------------------
From the payment screen, you now have an invoice option, use the button
to select it and validate.
.. image:: invoice/invoice05.png
:align: center
.. image:: receipts_invoices/invoice05.png
You can then print the invoice and move on to your next order.
@ -56,5 +84,4 @@ you will find all your orders in :menuselection:`Point of Sale -->
Orders --> Orders` and under the status tab you will see which ones have
been invoiced. When clicking on a order you can then access the invoice.
.. image:: invoice/invoice06.png
:align: center
.. image:: receipts_invoices/invoice06.png

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@ -0,0 +1,13 @@
=========
Reporting
=========
View statistics
===============
To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from
the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`,
and :guilabel:`Orders`.
These statistics are available in graph or pivot view that you can filter or group depending on your
needs.

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@ -7,9 +7,5 @@ Shop Features
.. toctree::
:titlesonly:
shop/invoice
shop/cash_control
shop/barcode
shop/multicashiers
shop/reprint
shop/cash_rounding

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@ -54,9 +54,6 @@ of products using the keypad.
You can also enter the barcode number manually in the search bar to look for the product. Then,
click it to add it to the cart.
.. seealso::
- :doc:`Get started <../overview/getting_started>`
Log employees
-------------

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@ -1,6 +1,6 @@
====================================
Set-up Cash Control in Point of Sale
====================================
============
Cash control
============
Cash control allows you to check the amount of the cashbox at the
opening and closing. You can thus make sure no error has been made and

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@ -1,33 +0,0 @@
================
Reprint Receipts
================
Use the *Reprint receipt* feature if you have the need to reprint a ticket.
Configuration
=============
To activate *Reprint Receipt*, go to :menuselection:`Point of Sale
--> Configuration --> Point of sale`. and select your PoS interface.
Under the Bills & Receipts category, you will find *Reprint Receipt*
option.
.. note::
In order to allow the option reprint receipt, you need to activate the receipt printer.
.. image:: reprint/reprint01.png
:align: center
Reprint a receipt
=================
On your PoS interface, you now have a *Reprint receipt* button.
.. image:: reprint/reprint02.png
:align: center
When you use it, you can then reprint your last receipt.
.. image:: reprint/reprint03.png
:align: center

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@ -49,9 +49,25 @@ applications/inventory_and_mrp/inventory/management/replenishment_strategies/vir
applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
applications/sales/crm/acquire_leads/generate_from_website.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)
applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst applications/sales/point_of_sale/pricing/discount_tags.rst # /advanced_pricing_features/* -> /pricing/*
applications/sales/point_of_sale/advanced_pricing_features/discounts.rst applications/sales/point_of_sale/pricing/discounts.rst # /advanced_pricing_features/* -> /pricing/*
applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst applications/sales/point_of_sale/pricing/loyalty.rst # /advanced_pricing_features/* -> /pricing/*
applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst applications/sales/point_of_sale/pricing/pricelists.rst # /advanced_pricing_features/* -> /pricing/*
applications/sales/point_of_sale/belgian_fdm/setup.rst applications/finance/fiscal_localizations/belgium.rst
applications/sales/point_of_sale/overview/getting_started.rst applications/sales/point_of_sale.rst # point_of_sale/overview/getting_started -> point_of_sale
applications/sales/point_of_sale/overview/epos_ssc.rst applications/sales/point_of_sale/configuration/epos_ssc.rst # /overview/* -> /configuration/*
applications/sales/point_of_sale/overview/https.rst applications/sales/point_of_sale/configuration/https.rst # /overview/* -> /configuration/*
applications/sales/point_of_sale/overview/register.rst applications/sales/point_of_sale.rst # point_of_sale/overview/register -> point_of_sale
applications/sales/point_of_sale/payment/adyen.rst applications/sales/point_of_sale/payment_methods/terminals/adyen.rst # /payment/* -> /payment_methods/terminals/*
applications/sales/point_of_sale/payment/ingenico.rst applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst # /payment/* -> /payment_methods/terminals/*
applications/sales/point_of_sale/payment/six.rst applications/sales/point_of_sale/payment_methods/terminals/six.rst # /payment/* -> /payment_methods/terminals/*
applications/sales/point_of_sale/payment/vantiv.rst applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst # /payment/* -> /payment_methods/terminals/*
applications/sales/point_of_sale/restaurant/restaurant.rst applications/sales/point_of_sale/restaurant/floors_tables.rst
applications/sales/point_of_sale/restaurant/split.rst applications/sales/point_of_sale/restaurant/bill_printing.rst
applications/sales/point_of_sale/shop/cash_rounding.rst applications/sales/point_of_sale/pricing/cash_rounding.rst # /shop/* -> /pricing/*
applications/sales/point_of_sale/shop/invoice.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/invoice -> receipts_invoices
applications/sales/point_of_sale/shop/multicashiers.rst applications/sales/point_of_sale/employee_login.rst # /shop/multicashiers -> employee_login
applications/sales/point_of_sale/shop/reprint.rst applications/sales/point_of_sale/receipts_invoices.rst # /shop/reprint -> receipts_invoices
applications/sales/sales/advanced/portal.rst applications/general/users/portal.rst
# applications/services